AUMdb

The Culinary Institute Of America Defined Contribution Plan

Sponsored by The Culinary Institute Of America · EIN 060653264 · Plan #001

Total assets
$232M
Net assets
$232M
Active participants
588
With balances
1,493

Plan year beginning 01/01/2024 · Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners, Llc Investment management, Direct payment from the plan $64,869
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $38,320
Rbt Cpas, Llp Accounting, Direct payment from the plan $15,750